FFA

Fortune Financial Advisors Portfolio holdings

AUM $124M
1-Year Est. Return 13.25%
This Quarter Est. Return
1 Year Est. Return
+13.25%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$158M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$1.04M
2
+$935K
3
+$882K
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$759K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$725K

Top Sells

1
+$1.37M
2
+$742K
3
+$621K
4
LUV icon
Southwest Airlines
LUV
+$437K
5
SKYY icon
First Trust Cloud Computing ETF
SKYY
+$384K

Sector Composition

1 Technology 16.62%
2 Financials 10.67%
3 Industrials 8.35%
4 Consumer Staples 8.21%
5 Consumer Discretionary 7.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 1.12%
40,604
-238
27
$1.68M 1.06%
3,321
-131
28
$1.61M 1.02%
7,149
-82
29
$1.59M 1.01%
22,474
-487
30
$1.51M 0.96%
4,746
+34
31
$1.45M 0.92%
24,514
+159
32
$1.38M 0.88%
3,040
-215
33
$1.34M 0.85%
22,064
-541
34
$1.33M 0.84%
10,478
+951
35
$1.27M 0.81%
3,199
+7
36
$1.26M 0.8%
5,141
+1,999
37
$1.25M 0.79%
21,742
+140
38
$1.23M 0.78%
14,257
+3,948
39
$1.22M 0.78%
10,773
-548
40
$1.17M 0.74%
4,332
41
$1.15M 0.73%
21,945
-480
42
$1.15M 0.73%
12,513
-713
43
$1.14M 0.72%
2,183
-55
44
$1.11M 0.7%
7,462
-136
45
$1.1M 0.7%
5,294
-181
46
$1.03M 0.65%
12,937
-99
47
$1.02M 0.65%
11,560
+36
48
$1.01M 0.64%
9,172
-2,254
49
$965K 0.61%
10,198
+4
50
$939K 0.59%
10,224
+2,974
1
2
3 4 5